Position in SWX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,361,371
+$2,223,374 QoQ
Shares Held
26,628
+1576.8% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#131
of 409 holders
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SWX Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026Horizon Investments, LLC holds $7,826,909 across 8 Utilities - Regulated Gas names. SWX ranks #2 (30.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NJR |
New Jersey Resources Corp
|
42,648 | $2,389,993 | |
| 2 | SWX |
Southwest Gas Holdings, Inc.
This page
|
26,628 | $2,361,371 | |
| 3 | ATO |
Atmos Energy Corp
|
5,575 | $960,405 | |
| 4 | NI |
Nisource Inc.
|
19,681 | $935,831 | |
| 5 | NWN |
Northwest Natural Holding Co
|
16,090 | $789,375 | |
| 6 | OGS |
ONE Gas, Inc.
|
2,277 | $175,488 | |
| 7 | BKH |
Black Hills Corp /Sd/
|
1,859 | $138,309 | |
| 8 | SR |
Spire Inc
|
975 | $76,137 |
All Filings in SWX
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,361,371 | 26,628 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $137,997 | 1,588 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,360,900 | 17,007 | Shares | Sole | 2026-02-02 | |
| 2025-06-30 | $1,339 | 18 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,292 | 18 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||